Worried that your financial strategy is missing something?
We are here to help you feel confident in your financial future.
The Simplified Retirement Planning Process
At Peak Retirement Planning, we believe the path to your retirement summit should be free of unnecessary complications and stumbling blocks. Our three-step Simplified Retirement Planning Process will give you clear direction and confidence as you pursue your ultimate destination.
1. Discovery Session
We get to know more about you, your goals, your passions and your worries. If we feel you are a good fit and we can add value to your plan, we will offer you a strategy session.
2. Strategy Session
We show you the Simplified Retirement Plan our team has built for you from the information we gathered during our first session. This plan will walk you through how to reach your goals in a simplified one- to two-page approach. We will cover topics such as tax planning, retirement income planning, investment management and comprehensive financial planning.
3. Planning Session
We meet with our clients at least once a year to plan for the future. Often this session involves tax planning for the year and making sure the plan is on track and aware of any changes. We also stay in touch with our clients during the year to take advantage of opportunities, and we are available at any time to assist in financial planning questions and concerns.
1. Discovery Session
We get to know more about you, your goals, your passions and your worries. If we feel you are a good fit and we can add value to your plan, we will offer you a strategy session.
2. Strategy Session
We show you the Simplified Retirement Plan our team has built for you from the information we gathered during our first session. This plan will walk you through how to reach your goals in a simplified one- to two-page approach. We will cover topics such as tax planning, retirement income planning, investment management and comprehensive financial planning.
3. Planning Session
We review the plan and answer any questions you may have. From here, we will decide if we are a good fit to work together. If not, we will shake hands as friends, and my only hope is you have great things to say about us at Peak Retirement Planning, Inc. There is no cost, obligation or commitment to these sessions.
We can also refer you to professionals who provide the following services: trusts, probate, charitable giving and estate planning.
The Retirement Mountain
Reaching the summit is only the midway point of your journey.
At Peak Retirement Planning, we specialize in helping you get down the mountain to live the retirement you dream of. Here’s a helpful way to think about this process:
